SYM · Company research
Symbotic Inc. Class A Common Stock (SYM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59967 | 2695517 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22112 | 993934 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8484 | 370242 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67600 | 3038620 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 381719 | 17158269 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 470 | 21125 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7614 | 342249 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Financial Engines Advisors L.L.C. | 1420473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11265 | 506362 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 308 | 13845 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 379 | 17022 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32879 | 1477911 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nicholas Wealth, LLC. | 1911391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22306 | 1002655 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 45 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68630 | 3084918 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5811 | 261204 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Investors Research Corp | 1730630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 1349 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68244 | 3067579 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arta Finance Wealth Management LLC | 2099257 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29219 | 1313394 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4498 | 202185 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52520 | 2360774 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114152 | 5131 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 13485 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| OSSIAM | 1767471 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12144 | 545873 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RPG Investment Advisory, LLC | 1666664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 266959 | 11999807 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6792 | 305300 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22356 | 1004902 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4295652 | 193089557 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20391 | 916575 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15734 | 707250 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42192 | 1896530 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1972 | 88641 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18571 | 835475 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AlphaCentric Advisors LLC | 1913464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 674250 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 376 | 16 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16200 | 728190 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1512 | 67965 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95842 | 4308114 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5462 | 245522 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Northwest & Ethical Investments L.P. | 2033536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1889 | 79621 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Somerset Trust Co | 1597099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7427 | 333844 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11452 | 514769 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Central Pacific Bank - Trust Division | 2020066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5074 | 228076 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| VEGA INVESTMENT SOLUTIONS | 2056914 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1379 | 61987 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25013 | 1124334 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15900 | 714705 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Strive Financial Group ,LLC | 2090040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 1438 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1984 | 89181 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| West Tower Group, LLC | 1965819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6500 | 292175 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 1 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 1280487 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2274 | 102216 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Osbon Capital Management LLC | 1784418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5615 | 252417 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89650 | 4029768 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CAPITAL FUND MANAGEMENT S.A. | 1323645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137333 | 6173118 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131182 | 5896631 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8839 | 397313 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 361 | 16227 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16857 | 757722 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10600 | 476470 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 579 | 26027 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320 | 14384 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ONCE CAPITAL MANAGEMENT, LLC | 1712892 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 2247500 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 135 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Ascentis Wealth Management, LLC | 2032602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1438 | 1438 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117920 | 5300504 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132500 | 5955875 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1129 | 50749 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31040 | 1395248 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NBH Bank | 2148930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102 | 4585 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33261 | 1495082 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cherry Creek Investment Advisors, Inc. | 1877829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13478 | 605836 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172081 | 7735041 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Forum Finance Group S.A. | 2133354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 2 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6168 | 289997 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140800 | 6334804 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 225 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NFSG Corp | 1879757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 44950 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3391 | 152425 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20524 | 922553 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Palumbo Wealth Management LLC | 1846310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6984 | 313931 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 1304 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.